When we become accustomed to performing a task in a certain way that is both convenient and timesaving, it can be difficult to give it up. Main Street Software, Inc. knows you would prefer to continue to process credit card charges from your Boulevard software. We know how convenient it is for you and your customer to keep their payment information on file. However, each of us also knows how often information is stolen and how insecure the Internet can be. Security is of utmost importance and we are confident you want us to look after your best interests.
Therefore, come July 1, 2010, no matter what version of Boulevard software you are using, you will no longer be able to submit credit card transactions directly to ProPay.
ProPay is being required to change the way it allows any company to submit transactions to them directly. Propay is seeking to find another way to have interaction between Boulevard and them that will meet the industry requirements.
As new information becomes available, we will be sure to post the information here on our blog, via email, or as a NewsFlash message. When you upgrade to Boulevard 2011, all credit card information previously in the program will no longer be stored. Prior to installation, we recommend one of the following to keep track of preferred payment methods for your customers.
Option 1 – Pop Up Message:
For all customers who choose to pay by credit card,
- Open the customer profile.
- Click on the Notes tab.
- Type a note. (E.g. Prefers to pay by Credit Card or Credit Card)
- Highlight your note using your mouse.
- Click F8 on your keyboard.
- Click OK to save the note.
You can use the same steps for customers who prefer to pay by check, cash, or who you allow to carry a balance and make payments. This option is flexible to meet your needs.
Option 2 – User Codes:
If you would like to be able to pull reports based upon payment preferences,
- Open the customer profile.
- Click on the Recruiting tab.
- Select one of the available User Code fields. You will use the same field for each whom you are designating a preferred payment method.
- Type your note. (E.g. Credit Card or Cash)
- Click OK to save.
Now you’ll be able to retrieve a report based upon the information you have entered into the field.
The next time you talk to your customer, just let him or her know their financial security is important to you and you can no longer store their credit card number on your computer. For sample words to use when informing your customers, please visit Keeping You & Your Customers Protected – Part 1.
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Thank you for understanding and acknowledging our feelings.
AND, mostly thanks for these awesome suggestions of both the ‘words’ to use to explain the change to our clients and of how to keep track of their preferred methods of payment…I’ll be using Option 1 so that my assistant or I remember to ask for their CC number everytime they make a purchase!